Click Setup on the Main menu to see the Setup form.
Enter data about your company and the payment company, default letter point of contact, signature info, interest rate.
The Import combo shows files in the Import Folder that you specify. You can have the developer create multiple import
specifications to import to the Mail table from various county formats. The Table combo lets you view raw data, read only,
for all the tables in the system.
Click Export to export the table to Excel XLS or CSV, dBase or Clipper DBF, Access MDB or SNP, HTM, TXT, Wordpad or Word RTF.
You can also enter a path to your company logo for reports. You can enter service providers like attorney or a
underwriting service. If you check Barcode and have 3of9.ttf loaded in your Windows\Fonts folder, a large scanable
barcode will appear on closing documents. Enter the Title Search Fee on the Setup form too.
Click County to open the County form. You must have a county record in the County table that exactly matches County
in the Borrower table in order to create documents. Enter the Recording Fee and Filing Fee for the county.
The Payment form lets you track invoices, payments and deposits for a borrower.
The Fee form lets you set up default closing fees. Use this form for fees that are not different by county.
The holiday form lets you identify holidays so your close date is always on a work day.
The Do Not Mail form lets you import, export or edit BorrowerIDs that have opted out of your mailing lists.
Use the Notary form to store contact info about each notary.
Click User to open the User form. Normal users can only change their own record. RTS access means the user can
mark the loan as Ready to Send.
More info on setting up users
The Invoices form is a menu of invoices.
You can automatically create invoices for loans with the Auto Invoice link. Use Auto Pay to mark them all paid. You
can filter the list to Unpaid ACH or Unpaid Other and sort by any field to find specific invoices more easily. View
and Print work for multiple Selected (SEL) invoices.
Click Edit on the Invoices form to open the Invoice form and edit an individual invoice. PvtCmt doesn't appear on
the printed invoice, but Comment and InvoiceCmt does. Click Pay to mark the invoice paid date. The numeric +/- keys
add or subtract a day each time they are pressed. Payment Method A = ACH and K = Check.
Set up Mortgage Holders on the Mort Holder form to track the borrower's liabilities.
Backup quickly saves a copy of the data tables to another location such as a flash drive. In addition to this handy
offsite backup feature, ask the developer to set up a scheduled task to automatically back up several generations
of your data locally.
Link lets you specify the location of the shared data tables. Use this if you change the mapped drive letter for
all users or if you want to set up another copy of the database for offline use, training or archived data.
Click Quit to force users out of the database for maintenance.
Compact rebuilds the indexes, repairs and reduces the size of the tables database. This is best done monthly if you
delete a lot of records. To Compact, you must have be the only user in the database, so it is best done after work.
You will notice improved performance if you compact monthly.